357 S. McCaslin Blvd Suite 200, Louisville, CO 80027 :: 303.666.6442 :: slunsford@lunsfordfinancial.com  
Financial Planning

Financial Planning
Investment Advice
Tax Preparation


FPA
NAPFA
Garrett Planning Network
NATP
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Certified Financial Planner

Lunsford Financial Planning, Inc. provides a wide variety of planning services to our clients, including:

  • Retirement Planning Projections - projections that help you determine if you can retire when and how you want to.

  • Retirement Distributions - We can help you determine how much you should take each year and from what accounts.

  • 401(k) allocations and rollovers - Help with identifying the optimal allocation within your 401(k) options, and whether you should roll over an old 401(k) plan to an IRA or other tax-deferred vehicle.

  • Roth IRA conversions - Help with identifying whether converting your IRA to a Roth IRA is a good choice for you.

  • Inherited IRAs - Help navigating the different options for withdrawing money from an IRA that you inherit.

  • College funding options - Help identifying whether a 529 plan, a Coverdell savings plan, or a UTMA account would be the best way for you to save for your children's college education.

  • Stock Options - We help educate you on the different tax issues relating to exercising stock options.

  • Tax planning - Ideas to help you legally save on your income taxes.

  • Insurance needs and options - Help with life, disability, and long-term care insurance.

All services are provided on an hourly, as-needed basis. Check out our process to learn more about how we create a financial plan and how we interact with our clients.